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lead_assignment [2018/07/17 17:10]
brittany [Idle Lead Reassignment]
lead_assignment [2019/04/10 21:12]
brittany [Getting Started]
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 {{::​la_1_4.png?​700|}} {{::​la_1_4.png?​700|}}
 +
 +===== Bulk Reassignment =====
 +
 +Go in the CRM to the **Leads** tab and check the boxes to the right of the leads you would like to reassign (or assign if they are unassigned).
 +
 +{{::​bulkleadreassignment1.jpg?​900|}}
 +
 +On the top right of the page, click the **Actions** dropdown and select **Assign**. ​
 +
 +{{::​bulkleadreassignment2.jpg?​600|}}
 +
 +The options for Agent/​Lender,​ you can either choose an agent/​lender,​ unassigned or round robin. If you choose Round Robin, then you will need to specify which round robin you would like to do. 
 +
 +{{::​bulkleadreassignment3.jpg?​500|}}
 +
 +Now, check the **Confirm Reassign** box and click **Reassign**.
 +
 +{{::​bulkleadreassignment4.jpg?​500|}}
  
 ===== Round Robin ===== ===== Round Robin =====
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 This feature is for any site owner or manager who has multiple agents and who assigns leads based on region(s). This feature is for any site owner or manager who has multiple agents and who assigns leads based on region(s).
  
-Please see **Weighted Geographical Round Robin** for an example and what you should ask [[https://​www.realgeeks.com/​support|support]] for.  
  
  
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-You can have multiple agents assigned to a region. You can also now have multiple regions ​assigned to an agent.+You can have multiple agents assigned to a region ​and each agent can be assigned to multiple regions.
  
  
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 Lets say we have five counties in our MLS: //​Sarasota//,​ //​Pinellas//,​ //​Manatee//,​ //​Hillsborough//,​ and //​Charlotte//​. ​ We additionally have 4 agents working under us: //​Matthew//,​ //Mark//, //Sarah//, and //​Cletus//​. ​ We have a very good working relationship with these fellows, but Cletus is our half-cousin twice removed that lived under power-lines all of his life.  He's a great guy, but you can't always rely on him to jump on leads when you give them to him. Lets say we have five counties in our MLS: //​Sarasota//,​ //​Pinellas//,​ //​Manatee//,​ //​Hillsborough//,​ and //​Charlotte//​. ​ We additionally have 4 agents working under us: //​Matthew//,​ //Mark//, //Sarah//, and //​Cletus//​. ​ We have a very good working relationship with these fellows, but Cletus is our half-cousin twice removed that lived under power-lines all of his life.  He's a great guy, but you can't always rely on him to jump on leads when you give them to him.
- 
- 
-=== Good Use-Case === 
  
  
 As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area.  Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. ​ If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will. As agents ourselves, we are able to deal with most of these leads, but cannot get to houses in the Sarasota region easily, so we want to always assign these leads to Mark and Cletus, who live in the area.  Because Cletus is a bit unreliable, we'll give him a lower weight than the other agent in the area, Sarah. ​ If we assign Cletus a weight of 1 and Sarah a weight of 5, Sarah will receive five times the number of leads that Cletus will.
  
 +We also want to assign leads from Pinellas county. We can select both regions (Pinellas and Sarasota) for Sarah. She will now be a part of both round robins. ​
  
 {{::​weightedgrr1.png?​700|}} {{::​weightedgrr1.png?​700|}}
  
  
-=== Bad Use-Case === 
  
-We want to divide the properties as presented in the //Good Use-Case//, but because Sarah is so good, we'd also like her to get leads from the Pinellas county which currently has all of the leads assigned to Mark.  This won't work, because Cletus shouldn'​t have access to the Pinellas leads; and conversely, Mark shouldn'​t have access to Sarasota leads. ​ The listings from one of these counties will need to be manually assigned. 
  
  
----- 
- 
- 
-If its not a problem that the agents intermingle,​ we can make a new hybrid region out of Sarasota and Pinellas, which we'll call //​Sarasota/​Pinellas//​. ​ This can then be divided among all three agents. ​ This requires a bit of setup and cannot easily be maintained. ​ However, if you don't see these regions changing much, that is something we can configure for you. 
  
  
 ==== Getting Started ==== ==== Getting Started ====
  
-If you would like to use this feature, you'll need to decide how you would like your regions divided. ​ In Hawaii, for instance, we divide our regions based on the county (which are conveniently all separate islands).  If you would like to combine regions, you will need to communicate that to us, so we can set it up for you.+If you would like to use this feature, you'll need to decide how you would like your regions divided. ​ In Hawaii, for instance, we divide our regions based on the county (which are conveniently all separate islands). ​
  
 The best way is to [[http://​www.realgeeks.com/​support/​|fill out our support form]] with a list of the regions you see and search, and how you'd like them to show up in the backend. The best way is to [[http://​www.realgeeks.com/​support/​|fill out our support form]] with a list of the regions you see and search, and how you'd like them to show up in the backend.
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-===== Bulk Reassignment ===== 
- 
-Go in the CRM to the **Leads** tab and check the boxes to the right of the leads you would like to reassign (or assign if they are unassigned). 
- 
-{{::​bulkleadreassignment1.jpg?​900|}} 
- 
-On the top right of the page, click the **Actions** dropdown and select **Assign**. ​ 
- 
-{{::​bulkleadreassignment2.jpg?​600|}} 
- 
-The options for Agent/​Lender,​ you can either choose an agent/​lender,​ unassigned or round robin. If you choose Round Robin, then you will need to specify which round robin you would like to do.  
- 
-{{::​bulkleadreassignment3.jpg?​500|}} 
- 
-Now, check the **Confirm Reassign** box and click **Reassign**. 
- 
-{{::​bulkleadreassignment4.jpg?​500|}} 
 ===== FAQ ===== ===== FAQ =====
  
lead_assignment.txt ยท Last modified: 2019/04/10 21:14 by brittany